Derek Popp is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank. He is also the founder of Parker Lawrence LLC, a business consulting firm that he maintains but does not actively manage. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Stephan Rothe is a CFP® professional with 28 years of industry experience, currently serving at J.P. Morgan Securities since 2013. Prior to that, he worked at Merrill from 2005 to 2013. He is also employed by JPMorgan Chase Bank, which allows him to offer a range of bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and broader derivatives capabilities through various affiliations.

Scott Siripalaka is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Northwestern Mutual and Foresters Financial Services. Since 2005, he has been affiliated with Thrivent in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with a managed-account program under a consolidated billing option known as WealthPlan, while maintaining planning and investment management as distinct services.

Richard Wu is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he performs paraplanning duties through Longohmont, LLC under the supervision of a financial advisor. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeffrey Spaldi is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Express Scripts for sixteen years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Catherine D'agati is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2020, following a 27-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Lindsey Healy is a Financial Advisor at Merrill Lynch Wealth Management who joined The Heim Group in 2022. She has a background in operations, having worked as a Merrill Operations Analyst where she was responsible for approving and monitoring money movement requests, coordinating with advisors and clients, and training new team members. Lindsey focuses on working directly with clients and their families, assisting with transactional, administrative, and account needs while serving as a liaison with specialists throughout the firm. She specializes in areas including family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. Lindsey holds a Bachelor's Degree in Finance from Manhattan College and has earned professional designations such as Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of her professional role, Lindsey's interests include adventure sports, cooking, football, golfing, skiing, soccer, spending time with her family, traveling, watching movies, and yoga. She resides in Vernon, New Jersey.

Christopher Lutz is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley and its affiliates since 2008. Outside of his advisory role, he serves as a board member of the Madison Recreation Advisory Committee in Madison, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning tools and modeling techniques while offering various investment products and strategies.

Robert Thompson is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Cetera and its related entities since 2005, following a year at C.J.M. Asset Management. In addition to his advisory role, Thompson owns a tax preparation and consulting business focused on individual tax returns and financial planning related to mortgages and insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party strategies across discretionary and non-discretionary accounts.

Anthony Farina is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Dominick Scavelli is a CFP® with 14 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in property management through a real estate partnership in New Jersey. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Andrew Mercuri is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2017, he worked in new media at DNAinfo from 2014 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Frank Korszoloski IV is a CFP®-designated financial advisor with LPL Financial, based in Newton, NJ. He has 28 years of experience with LPL Financial, where he has worked since 1998. Outside of his advisory role, he is employed as a stationary engineer with Local 68 Operating Engineers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Lucente is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His objective is to provide clients with the knowledge and tools necessary to manage their financial lives effectively and select the platforms that align with their needs. Robert holds the designation of Personal Investment Advisor (PIA) and earned his bachelor's degree from Moravian College. His approach centers on helping clients identify what matters most to them and their families, enabling the creation of strategies to pursue their financial goals.

Steven Williams is a financial advisor with UBS Financial Services in Florham Park, NJ, holding a Series 66 designation and eight years of industry experience. He previously worked at Neuberger Berman for nine years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jose Martin is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including JP Morgan Chase, UBS Securities LLC, and Macquarie Capital (USA) Inc. Martin has no reported outside business activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Jeremy Fung is a financial advisor at Stifel in Morristown, NJ, with nine years of industry experience. He has held Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Allan Jones is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2012. His prior experience includes roles at Heritage Investment Partners, LLP, PNC Wealth Management, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Dean Fisher is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Before entering the financial industry, he was involved in the hospitality sector, managing Lovey's Pizza and Grill and South Street Creamery and Cafe. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform that includes proprietary research and capital market insights.

Denise Pych is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 11 years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery processes and firm-approved tools to model client outcomes.